Calix, Inc
CALX- Exchange
- NYSE
- Industry
- Communications Services, NEC
- SEC CIK
- 0001406666
In the last 90 days, Calix, Inc insiders filed 0 open-market purchases and 1 sale; 287 institutions reported holding it in 13F filings for Q2 2026, worth $2.27B in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Calix, Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 310
- −18 vs. Q4 2025
- Shares held
- 59.7M
- +9.23M (+18.3%) vs. Q4 2025
- Total value
- $2.94B
- +$266.7M (+10.0%) vs. Q4 2025
- New holders
- 45
- 126 more added
- Sold out
- 63
- 96 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CALX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 287 | $2.27B |
| Q1 2026 | 310 | $2.94B |
| Q4 2025 | 332 | $3.11B |
| Q3 2025 | 314 | $3.48B |
| Q2 2025 | 296 | $2.97B |
| Q1 2025 | 260 | $2.00B |
| Q4 2024 | 253 | $2.00B |
| Q3 2024 | 241 | $2.21B |
| Q2 2024 | 254 | $2.04B |
| Q1 2024 | 260 | $1.91B |
| Q4 2023 | 263 | $2.48B |
| Q3 2023 | 277 | $2.51B |
| Q2 2023 | 267 | $2.71B |
| Q1 2023 | 272 | $2.90B |
| Q4 2022 | 274 | $3.70B |
| Q3 2022 | 231 | $3.31B |
| Q2 2022 | 203 | $1.82B |
| Q1 2022 | 230 | $2.26B |
| Q4 2021 | 215 | $4.12B |
| Q3 2021 | 191 | $2.50B |
| Q2 2021 | 183 | $2.31B |
| Q1 2021 | 199 | $1.71B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Calix, Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11,153,403 | $546.4M | 0.01% | −309,538−2.7% | Reduced |
| Vanguard Portfolio Management LLC | 5,533,754 | $271.1M | 0.01% | +5,533,754 | New |
| Alliancebernstein L.P. | 3,251,128 | $172.1M | 0.06% | +1,788,757+122.3% | Added |
| Vanguard Capital Management LLC | 2,686,525 | $131.6M | 0.00% | +2,686,525 | New |
| State Street Corp | 2,602,333 | $127.6M | 0.00% | +239,368+10.1% | Added |
| Millennium Management LLC | 1,903,972 | $93.3M | 0.07% | +462,060+32.0% | Added |
| Congress Asset Management Co | 1,644,289 | $80.6M | 0.58% | +196,744+13.6% | Added |
| Westfield Capital Management Co LP | 1,546,101 | $75.7M | 0.32% | +400,809+35.0% | Added |
| Geode Capital Management, LLC | 1,435,706 | $70.3M | 0.00% | −9,632−0.7% | Reduced |
| Dimensional Fund Advisors LP | 1,218,495 | $59.7M | 0.01% | +269,876+28.4% | Added |
| Loomis Sayles & Co L P | 840,197 | $41.2M | 0.06% | +50,305+6.4% | Added |
| Acadian Asset Management LLC | 800,330 | $39.2M | 0.06% | −229,785−22.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 779,092 | $38.2M | 0.46% | −108,835−12.3% | Reduced |
| Paradigm Capital Management Inc | 768,200 | $37.6M | 1.44% | +95,800+14.2% | Added |
| Bank of America Corp | 750,117 | $36.7M | 0.00% | +290,661+63.3% | Added |
| Morgan Stanley | 712,213 | $34.9M | 0.00% | +89,338+14.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 696,855 | $34.1M | 0.05% | −68,560−9.0% | Reduced |
| Charles Schwab Investment Management Inc | 681,954 | $33.4M | 0.01% | +8,909+1.3% | Added |
| UBS Group AG | 645,245 | $31.6M | 0.01% | +286,145+79.7% | Added |
| Northern Trust Corp | 609,742 | $29.9M | 0.00% | +14,116+2.4% | Added |
| Harvey Partners, LLC | 572,500 | $28.0M | 2.28% | +38,768+7.3% | Added |
| Nomura Asset Management International Inc. | 556,995 | $27.3M | 0.05% | +169,174+43.6% | Added |
| Arrowstreet Capital, Limited Partnership | 551,150 | $27.0M | 0.01% | −726,355−56.9% | Reduced |
| Renaissance Technologies LLC | 543,418 | $26.6M | 0.04% | +79,800+17.2% | Added |
| Wellington Management Group LLP | 534,517 | $26.2M | 0.00% | −105,212−16.4% | Reduced |
| Artisan Partners Limited Partnership | 529,875 | $26.0M | 0.04% | −60,312−10.2% | Reduced |
| Point72 Asset Management, L.P. | 513,814 | $25.2M | 0.04% | +513,814 | New |
| Squarepoint Ops LLC | 458,802 | $22.5M | 0.05% | +331,027+259.1% | Added |
| Nuveen, LLC | 432,944 | $21.2M | 0.01% | +29,553+7.3% | Added |
| Trexquant Investment LP | 429,367 | $21.0M | 0.15% | +119,529+38.6% | Added |
| Citadel Advisors LLC | 428,198 | $21.0M | 0.01% | +382,357+834.1% | Added |
| Vanguard Fiduciary Trust Co | 418,439 | $20.5M | 0.01% | +418,439 | New |
| Principal Financial Group Inc | 395,333 | $19.4M | 0.01% | +52,685+15.4% | Added |
| Bank of New York Mellon Corp | 387,460 | $19.0M | 0.00% | −18,421−4.5% | Reduced |
| Penn Capital Management Co Inc | 378,564 | $18.6M | 1.44% | +125,477+49.6% | Added |
| Jane Street Group, LLC | 351,945 | $17.2M | 0.02% | +229,036+186.3% | Added |
| Divisar Capital Management LLC | 340,163 | $16.7M | 4.25% | +40,200+13.4% | Added |
| Oberweis Asset Management Inc | 335,030 | $16.4M | 0.48% | +90,430+37.0% | Added |
| Federated Hermes, Inc. | 317,138 | $15.5M | 0.03% | +19,388+6.5% | Added |
| MetLife Investment Management | 312,407 | $15.3M | 0.08% | +279,431+847.4% | Added |
| Goldman Sachs Group Inc | 307,468 | $15.1M | 0.00% | −94,268−23.5% | Reduced |
| Divisadero Street Capital Management, LP | 305,670 | $15.0M | 0.70% | +305,670 | New |
| Rockefeller Capital Management L.P. | 299,587 | $14.7M | 0.03% | +61,552+25.9% | Added |
| New York State Common Retirement Fund | 289,785 | $14.2M | 0.02% | +76,636+36.0% | Added |
| Man Group plc | 280,313 | $13.7M | 0.03% | +166,006+145.2% | Added |
| Schroder Investment Management Group | 277,852 | $13.7M | 0.01% | +266,515+2,350.8% | Added |
| Invesco Ltd. | 272,851 | $13.4M | 0.00% | −304,920−52.8% | Reduced |
| SEI Investments Co | 269,320 | $13.2M | 0.01% | +52,784+24.4% | Added |
| Deutsche Bank AG | 253,023 | $12.4M | 0.00% | +30,758+13.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 224,502 | $11.0M | 0.03% | +7,552+3.5% | Added |
| Jacobs Levy Equity Management, Inc | 221,882 | $10.9M | 0.05% | −203,716−47.9% | Reduced |
| Public Sector Pension Investment Board | 215,809 | $10.6M | 0.03% | +7,071+3.4% | Added |
| Qube Research & Technologies Ltd | 211,036 | $10.3M | 0.01% | −261,010−55.3% | Reduced |
| Russell Investments Group, Ltd. | 192,787 | $9.47M | 0.01% | −61,773−24.3% | Reduced |
| Advisor Group Holdings, Inc. | 179,969 | $8.82M | 0.01% | +2,159+1.2% | Added |
| Defiance ETFs, LLC | 175,329 | $8.59M | 0.12% | +18,548+11.8% | Added |
| Penserra Capital Management LLC | 175,329 | $8.59M | 0.10% | +18,548+11.8% | Added |
| Polar Asset Management Partners Inc. | 173,749 | $8.51M | 0.20% | +21,541+14.2% | Added |
| Panagora Asset Management Inc | 165,621 | $8.11M | 0.03% | +403+0.2% | Added |
| Two Sigma Investments, LP | 161,455 | $7.91M | 0.01% | +141,890+725.2% | Added |
| G2 Investment Partners Management LLC | 160,542 | $7.86M | 1.94% | −100,458−38.5% | Reduced |
| Rhumbline Advisers | 159,036 | $7.79M | 0.01% | +2,620+1.7% | Added |
| UBS Asset Management Americas Inc | 157,580 | $7.72M | 0.00% | −1,146−0.7% | Reduced |
| SG Capital Management LLC | 157,399 | $7.71M | 0.63% | +157,399 | New |
| Allianz Asset Management GmbH | 153,660 | $7.53M | 0.01% | +38,251+33.1% | Added |
| Legal & General Group Plc | 152,025 | $7.45M | 0.00% | −12,690−7.7% | Reduced |
| FMR LLC | 134,508 | $6.59M | 0.00% | +10,968+8.9% | Added |
| Engineers Gate Manager LP | 129,541 | $6.35M | 0.08% | −40,898−24.0% | Reduced |
| Swiss National Bank | 124,500 | $6.10M | 0.00% | +2,200+1.8% | Added |
| Intech Investment Management LLC | 121,699 | $5.96M | 0.06% | +20,625+20.4% | Added |
| Lord, Abbett & Co. LLC | 121,245 | $5.94M | 0.02% | −866,186−87.7% | Reduced |
| HighTower Advisors, LLC | 119,129 | $5.84M | 0.01% | −25,707−17.7% | Reduced |
| Nearwater Capital Markets, Ltd | 118,200 | $5.79M | 0.14% | +118,200 | New |
| Ameriprise Financial Inc | 103,835 | $5.09M | 0.00% | −5,940−5.4% | Reduced |
| North Star Asset Management Inc | 99,465 | $4.87M | 0.21% | +1,082+1.1% | Added |
| JPMorgan Chase & Co | 98,463 | $4.86M | 0.00% | −11,150−10.2% | Reduced |
| Envestnet Asset Management Inc | 98,010 | $4.80M | 0.00% | +33,388+51.7% | Added |
| Canada Pension Plan Investment Board | 89,477 | $4.38M | 0.00% | −12,000−11.8% | Reduced |
| Hillsdale Investment Management Inc. | 86,340 | $4.23M | 0.12% | +17,390+25.2% | Added |
| Counterpoint Mutual Funds LLC | 85,456 | $4.19M | 0.63% | +85,456 | New |
| HRT Financial LP | 82,925 | $4.06M | 0.01% | +82,925 | New |
| Marathon Capital Management | 81,755 | $4.01M | 0.90% | +1,170+1.5% | Added |
| California State Teachers Retirement System | 76,344 | $3.74M | 0.00% | +18,755+32.6% | Added |
| Edgestream Partners, L.P. | 75,751 | $3.71M | 0.12% | +75,751 | New |
| Mackenzie Financial Corp | 72,459 | $3.55M | 0.00% | +14,402+24.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 72,286 | $3.54M | 0.07% | +13,542+23.1% | Added |
| Price T Rowe Associates Inc | 66,751 | $3.27M | 0.00% | −621,435−90.3% | Reduced |
| Tudor Investment Corp Et Al | 64,802 | $3.17M | 0.02% | −59,714−48.0% | Reduced |
| Bessemer Group Inc | 64,372 | $3.15M | 0.00% | +88+0.1% | Added |
| Prudential Financial Inc | 64,234 | $3.15M | 0.00% | −111,985−63.5% | Reduced |
| XTX Topco Ltd | 62,347 | $3.05M | 0.05% | +8,008+14.7% | Added |
| Gsa Capital Partners LLP | 60,101 | $2.94M | 0.18% | +6,234+11.6% | Added |
| New York State Teachers Retirement System | 59,441 | $2.91M | 0.01% | −1,959−3.2% | Reduced |
| Connors Investor Services Inc | 58,368 | $2.86M | 0.26% | +384+0.7% | Added |
| Aquatic Capital Management LLC | 57,420 | $2.81M | 0.08% | +28,030+95.4% | Added |
| First Trust Advisors LP | 56,717 | $2.78M | 0.00% | −35,523−38.5% | Reduced |
| State of Wisconsin Investment Board | 56,608 | $2.77M | 0.01% | −15,169−21.1% | Reduced |
| Blackstone Group Inc. | 56,408 | $2.76M | 0.01% | +56,408 | New |
| Vanguard Asset Management, Ltd | 54,583 | $2.67M | 0.00% | +54,583 | New |
| ExodusPoint Capital Management, LP | 52,321 | $2.56M | 0.03% | −144,541−73.4% | Reduced |